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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
-$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,335
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$86.7M
3
+$39.9M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$35.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$33.6M

Top Sells

1
+$89.4M
2
+$87.5M
3
+$42M
4
IYE icon
iShares US Energy ETF
IYE
+$40.9M
5
TPYP icon
Tortoise North American Pipeline ETF
TPYP
+$22.9M

Sector Composition

1 Technology 5.36%
2 Healthcare 4.62%
3 Financials 3.86%
4 Industrials 2.85%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3226
$4K ﹤0.01%
183
-707
3227
$4K ﹤0.01%
+2,000
3228
$4K ﹤0.01%
290
+100
3229
$4K ﹤0.01%
196
3230
$4K ﹤0.01%
159
-38
3231
$4K ﹤0.01%
69
-1,081
3232
$4K ﹤0.01%
205
-150
3233
$4K ﹤0.01%
335
3234
$4K ﹤0.01%
1,029
+133
3235
$4K ﹤0.01%
+85
3236
$4K ﹤0.01%
344
+74
3237
$4K ﹤0.01%
260
-544
3238
$4K ﹤0.01%
570
+95
3239
$4K ﹤0.01%
500
-122
3240
$4K ﹤0.01%
40
3241
$4K ﹤0.01%
589
-277
3242
$4K ﹤0.01%
1,836
+308
3243
$4K ﹤0.01%
205
3244
$4K ﹤0.01%
220
+193
3245
$4K ﹤0.01%
668
+14
3246
$4K ﹤0.01%
165
+113
3247
$4K ﹤0.01%
84
3248
$4K ﹤0.01%
135
3249
$4K ﹤0.01%
182
-10,611
3250
$3K ﹤0.01%
111
-350
128 129
130
131 132